Wealth Manager Assistant at The Talent Expert

Is this you?

• If you said yes and you know what it takes to support and empower a Wealth Manager into making a success of their business, then we need you. You’ve got the admin skills with a can-do attitude and on top of this, you are passionate about financial planning.

What you’ll be doing (and why you’ll enjoy it)

• You will support established Wealth Managers with all the technical administration that needs to be done to help them prepare for client meetings. This includes presentations, ensuring all FICA documents are up to date, facilitating any transfers, changes or withdrawals. The role has potential to become more technical as you develop in the role. And if you are studying financial planning there are opportunities for you to move into other areas of the business.

What you’ll need

• Yes you’ll be an all-rounder and you’ll be supporting in various areas of the business but this is a technical industry so you need to have gained experience in financial planning ideally doing all the relevant technical administration and support. A qualification in financial planning is highly advantageous.